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Balanced Income, 60  Ticker: FKQYZX
 
Description
The Balanced Income Portfolio is a unit investment trust that seeks a high rate of current monthly income and the potential for long-term growth of principal by investing in a diversified portfolio of common stocks of companies which have above-average dividend yields and closed-end funds which invest in U.S. and foreign taxable bonds and/or preferred securities.
Please note that there is no assurance the objective will be met.
 
Summary
Product Code: BLIN60
Portfolio Status: Secondary
Initial Offer Date: 01/17/2018
Secondary Date: 03/23/2018
Portfolio Ending Date: 01/17/2023
Tax Structure: Regulated Investment Company
Distributions: Monthly
 
Initial Offer Price: $10.0000
NAV(*): $7.9240
POP(*): Not Avail
Remaining Deferred Sales Charge: $0.0000
* As of Trade Date: 06/29/2022 4:00pm ET
The Public Offering Price (POP) represents the net asset value per unit plus any applicable organization costs and sales charges. The Net Asset Value (NAV) represents the value per unit of a trust’s portfolio securities and other assets reduced by applicable deferred sales charges and other liabilities.

 Historical 12-Month Distribution of Trust Holdings:^
Rate  Per Unit (as of 6/27/2022)
----- $0.38990
^ There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical 12-month distribution per unit of the securities included in the trust are for illustrative purposes only and are not indicative of the trust's distribution or distribution rate. The historical 12-month distribution per unit is based on the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio. The historical 12-month distributions are reduced to account for the effects of fees and expenses, which will be incurred when investing in a trust. For trusts that include funds, distributions may include realized short term capital gains, realized long-term capital gains and/or return of capital. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. The distribution per unit paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio.

 Holdings  Export Current Holdings | View Initial Holdings  
NameSymbolWeighting
 Eaton Corporation Plc ETN 6.15%
 AbbVie Inc. ABBV 5.85%
 Valero Energy Corporation VLO 4.75%
 Johnson & Johnson JNJ 4.70%
 Chevron Corporation CVX 4.51%
 Exelon Corporation EXC 4.50%
 Cummins Inc. CMI 4.25%
 Cisco Systems, Inc. CSCO 4.20%
 JPMorgan Chase & Co. JPM 4.05%
 Intel Corporation INTC 3.46%
 Insight Select Income Fund INSI 3.23%
 Prudential Financial, Inc. PRU 3.18%
 BlackRock Core Bond Trust BHK 3.16%
 Invesco Bond Fund VBF 3.15%
 Western Asset Premier Bond Fund WEA 3.14%
 General Motors Company GM 3.03%
 John Hancock Income Securities Trust JHS 3.02%
 LyondellBasell Industries N.V. LYB 3.02%
 Delaware Ivy High Income Opportunities Fund IVH 2.78%
 BNY Mellon High Yield Strategies Fund DHF 2.66%
 Barings Global Short Duration High Yield Fund BGH 2.66%
 Nuveen Global High Income Fund JGH 2.63%
 Credit Suisse High Yield Bond Fund DHY 2.60%
 DoubleLine Income Solutions Fund DSL 2.29%
 Aberdeen Asia-Pacific Income Fund, Inc. FAX 2.28%
 Aberdeen Global Income Fund, Inc. FCO 2.25%
 Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. EDD 2.18%
 Constellation Energy CEG 1.98%
 Templeton Emerging Markets Income Fund TEI 1.81%
 Invesco Ltd. IVZ 1.81%
 Carnival Corporation CCL 0.59%
 
Total Number of Holdings:    31
Underlying Securities information represented above is as of 06/28/2022 but will vary with future fluctuations in the market.

Risk Considerations

Equity Risk. An investment in a portfolio containing common stocks is subject to certain risks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market.

Buy & Hold Risk – Taxable Trusts. This UIT is a buy and hold strategy and investors should consider their ability to hold the trust until maturity. There may be tax consequences unless units are purchased in an IRA or other qualified plan.

Closed-End Fund Risk. Closed-end funds are subject to various risks, including management's ability to meet the fund's investment objective, and to manage the fund's portfolio when the underlying securities are redeemed or sold, during periods of market turmoil and as investors' perceptions regarding the funds or their underlying investments change. Unlike open-end funds, which trade at prices based on a current determination of the fund's net asset value, closed-end funds frequently trade at a discount to their net asset value in the secondary market. Certain closed-end funds employ the use of leverage, which increases the volatility of such funds.

COVID-19 Economic Impact Risk. The COVID-19 global pandemic has caused and may continue to cause significant volatility and declines in global financial markets. While the U.S. has resumed "reasonably" normal business activity, many countries continue to impose lockdown measures. Additionally, there is no guarantee that vaccines will be effective against emerging variants of the disease.

Emerging Markets Risk. Risks associated with investing in non-U.S. securities may be more pronounced in emerging markets where the securities markets are substantially smaller, less developed, less liquid, less regulated, and more volatile than the U.S. and developed non-U.S. markets.

Foreign Securities Risk. Securities of non-U.S. issuers are subject to additional risks, including currency fluctuations, political risks, withholding, the lack of adequate financial information, and exchange control restrictions impacting non-U.S. issuers.

High-Yield or Junk Bonds Risk. Investing in high-yield securities or "junk" bonds should be viewed as speculative and you should review your ability to assume the risks associated with investments which utilize such securities. High-yield securities are subject to numerous risks, including higher interest rates, economic recession, deterioration of the junk bond market, possible downgrades and defaults of interest and/or principal. High-yield security prices tend to fluctuate more than higher rated securities and are affected by short-term credit developments to a greater degree.

Investment Grade Bonds Risk. Investment grade securities are subject to numerous risks including higher interest rates, economic recession, deterioration of the investment grade security market or investors' perception thereof, possible downgrades and defaults of interest and/or principal.

Volatility Risk. The value of the securities held by the trust may be subject to steep declines or increased volatility due to changes in performance or perception of the issuers.

Additional Risk. For a discussion of additional risks of investing in the trust see the "Risk Factors" section of the prospectus.

Important Note. It is important to note that an investment can be made in the underlying funds directly rather than through the trust. These direct investments can be made without paying the trust's sales charge, operating expenses and organizational costs.

Operational Risk. As the use of Internet technology has become more prevalent in the course of business, the trust has become more susceptible to potential operational risks through breaches in cybersecurity.

You should carefully consider the trust's investment objectives, risks, and charges and expenses before investing. Contact your financial professional or call First Trust Portfolios, L.P. at 1.800.621.1675 to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

Not FDIC Insured, Not Bank Guaranteed and May Lose Value.

Fund Cusip Information
30306X501 (Cash)
30306X519 (Reinvest)
30306X527 (Cash-Fee)
30306X535 (Reinvest-Fee)
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The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
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